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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Financial Advisor
Pete is a seasoned advisor working with families in all aspects of their finances. This includes setting priorities, assessing risk tolerance and developing strategies to deliver long-term success. He has worked with individuals and families in transition for his entire career. Pete is comfortable working with other trusted advisors central to each family, including their legal and tax counsel, ensuring a cohesive plan. His experience over three decades allows him to ask questions that can lead to meaningful solutions for families.
Prior to joining UBS (PaineWebber) in 1991, Pete began his investment career with Dain Bosworth in 1982. An economics and business major at Macalester College and a keen interest in investments led to his advisor position.
A life long Minnesota resident, Pete has made a commitment to give back to the community. He has served as Chair of the FR Bigelow Foundation, overseeing grants that directly impacted the Greater East Side area. In addition, he has also served on the Board at the Dodge Nature Center in West Saint Paul and has most recently stepped away from Board and Committee work at Beyond Walls, an organization that combines two of his passions - the game of squash and education for kids.
Pete and his wife Beth live in Mendota Heights where they raised their three children. They are also proud first time grandparents.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Pete is a seasoned advisor working with families in all aspects of their finances. This includes setting priorities, assessing risk tolerance and developing strategies to deliver long-term success. He has worked with individuals and families in transition for his entire career. Pete is comfortable working with other trusted advisors central to each family, including their legal and tax counsel, ensuring a cohesive plan. His experience over three decades allows him to ask questions that can lead to meaningful solutions for families.
Prior to joining UBS (PaineWebber) in 1991, Pete began his investment career with Dain Bosworth in 1982. An economics and business major at Macalester College and a keen interest in investments led to his advisor position.
A life long Minnesota resident, Pete has made a commitment to give back to the community. He has served as Chair of the FR Bigelow Foundation, overseeing grants that directly impacted the Greater East Side area. In addition, he has also served on the Board at the Dodge Nature Center in West Saint Paul and has most recently stepped away from Board and Committee work at Beyond Walls, an organization that combines two of his passions - the game of squash and education for kids.
Pete and his wife Beth live in Mendota Heights where they raised their three children. They are also proud first time grandparents.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
